Consultant offering fractional and interim CFO services. Extensive expertise in small to mid-size nonprofit organizations. Currently working with four nonprofits ranging from $3M-$6M in annual revenue, and $10-$15M in net assets.

* Serve as a key voice on the school's leadership team as well as the Board Finance committee. Provide strategic leadership, analysis, and transparency for school finances for current and multi-year budgets.* Implemented/overhauled financial policies and procedures to build systems for organizational growth while also improving internal controls. Outsourced data-entry to a remote staff accountant/bookkeeper, implemented Expensify and bill.com for to improve payable and approval processes, streamlined purchasing processes, and increased transparency on monthly financial reporting for school leadership and finance committee.* Refinanced the school's mortgage from a balloon-payment structure to a 15-year fixed rate mortgage.* Designed budget-planning templates to allow greater transparency and ease for the Exec. Director to change different levers (such as %age changes in enrollment, tuition, financial aid, fundraising, salaries/benefits, operating expenses) in order to see long-term financial gain or loss.* Worked with the Board's Treasurer to create a fully-functioning committee. In the last 12 months, and with groundwork that I completed, the committee has approved a new mortgage, approved transitioning to a new bank, designed and approved an Investment Policy, sourced and hired an invesment management company as well as a new auditor. Upcoming Finance Committee conversations will focus on long-term financial planning to ensure school sustainability.* Unbundled from Mack's PEO; resulting in savings of 2% of total operating expense while improving benefits and customer-service for staff.

* Oversaw all financial, operational, fundraising and facilities-related components of the school. Accountable to the Mack Board of Trustees.* In conjunction with the Co-Interim Head: Academics, worked collaboratively to further the mission and program of the school while retaining staff and increasing transparency

Instructor for Nonprofit Financial Health & Management which is a core course for DU's Nonprofit Leadership Graduate Program. The course focuses on providing students with foundational knowledge in nonprofit finance and accounting. Through choosing a case-study, students learn basic finance concepts including balance sheets, income statements, cash flow statements, and key accounting principles. Students also examine nonprofit metrics and dashboards and learn best-practices for budgeting and internal controls.

• A member of Access Fund leadership team which strategically ensures financial, organizational and operational stability and growth for the organization, growing revenue by 50% in 2 years.• In conjunction with the Executive Director and based on our strategic plan, we identified and prioritized organizational goals. Used these goals to guide budget development and tracking.• Designed and implemented a new revenue team structure that allows for increased collaboration. Project manager for year-end fundraising in 2018 that resulted in reaching 111% of budgeted revenue.• Prioritized a financial structure that allows Access Fund to add to its reserves. Oversaw unrestricted cash growth from 15 days of unrestricted cash in August 2017 to 123 days in August 2019. Currently working with the board-level Finance Committee to develop cash reserve policy.• Identified and gave voice to systemic technology challenges as well as deep-rooted causes. Summarized and presented “State of Technology” to leadership and board; advocated and received support for the creation of a full-time CRM hire.• Refined and improved HR and financial systems that support our staff’s ability to deliver on mission and programs. As one example, identified compliance concern with our PEO that provides multi-state employment support, payroll, benefits and workers compensation. Led a search for a new PEO, transitioned, decreased cost and increased benefits, and implemented a more efficient time-tracking system.

• Advised the Executive Director and school leaders on financial planning, budgeting cash flow, and facility planning. Oversaw six-year revenue growth from $1.5M to $5.0M.• Business planning for national expansion including the GALS HS, GALS Los Angeles, and the BOYS school of Denver.• Analyzed organizational need and defined parameters for organizational programming and growth. Designed human capital structures and organizational protocols to meet strategic and tactical growth.• Responsible for financial budgeting, reporting, and management including monthly financial reports and presentations for the GALS Board of Directors as well as documentation required by state and district regulations and federal and private grants.

• Managed and evaluated 12 GALS teachers• Implemented and designed interim assessment process that provides teachers and school leaders with classroom data to inform and guide instruction.• Provided leadership in the ongoing development, improvement, and evaluation of curriculum, instruction, and student data management.

• Member of leadership team in a start-up charter school environment; worked alongside Chief Academic Officer and Head of School to design systems, policies, and procedures to implement the school vision.• Coordinated operations including payroll and benefits, hours tracking, substitute teacher system, facilities and technology management, front office oversight, and supplies purchasing.

* Creating system to map peer observers to teachers within content areas for the Leading Effective Academic Practice teacher evaluation program. Expanding system for future roll-out involving 3000 teachers. * Operational support for the Teacher Student Data Link project.

* Designed education procurement process for educational materials used to transform under-served early-childhood classrooms for 800 students each year. Gathered and synthesized feedback from principals, educators, and district administrators to maximize $250,000 budget and minimize disruption to school staff and students.• Education Pioneers Fellowship: Selected for competitive education leadership training program with graduate students from business, law, education, and policy. Participate in bi-weekly seminars focused on education reform initiatives.

* Developed a numerical model to optimize over 100 variables subject to multiple constraints in order to maximize non-profit program effectiveness within a fixed budget. * Created expense-tracking system to help staff analyze results to minimize costs

* Designed and implemented curricula for Pre-Calculus, Geometry and Algebra 2* Assisted team in development and marketing of high school program* Academic advisor: Worked closely with students and parents to monitor student progress* Co-leader for experiential outings including backpacking trips as well as a two-week winter skills courses. Budgeted, planned and prepared for trips. Responsible for student physical/emotional safety.